Accountant's Flight Plan

Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm


Listen Later

From A Big Four Firm to Entrepreneurship
In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision in 2022 to niche down into three verticals. By 2023, he doubled down on his fastest-growing and most rewarding segment: restaurants. He dedicated his brand to that niche and sold off the rest with the help of Poe Group Advisors.

Timestamps:
00:37 – Intro of Raffi Yousefian his background from EY to launching his own firm and finding his niche

04:00 – Why Raffi left public accounting to become an entrepreneur

06:50 – Doing less to grow more: The power of niching

11:45 – Selling off part of a firm: Risk vs. reward

15:20 – Why focus builds deeper expertise and stronger advisory

20:00 – Benchmarks, AI adoption, and automation in accounting

27:33 – DJ life during tax season: A funny story

31:48 – Book recommendation: Crossing the Chasm by Geoffrey Moore

33:00 – Connect with Raffi via LinkedIn: https://www.linkedin.com/in/raffiyousefian/ 

...more
View all episodesView all episodes
Download on the App Store

Accountant's Flight PlanBy Brannon Poe; Poe Group Advisors

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

9 ratings


More shows like Accountant's Flight Plan

View all
The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,366 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,781 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

85 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

415 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,388 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,629 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

340 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

43 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

25 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

23 Listeners

Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

Acquisitions Anonymous - #1 for business buying, selling and operating

242 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

255 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

27 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

54 Listeners